CARMA Lifelines allow you to stay in consistent contact with key business relationships, ensuring that your clients don’t slip through the cracks. Lifelines validate your customers, showing them you care about them and their business. Constant contact with your clients is vital for servicing their needs, maintaining your business and harvesting referrals.

Identify important clients and let CARMA know how often you would like to stay in contact with them. Your Lifelines are sent to you in a daily E-mail and appear in your CARMA calendar. Enjoy the next level of corporate unity as everyone within your organization reaches out to your clients on a constant, professional basis as they do their individual Lifelines.

Only through Lifelines can you manage and maintain hundreds to thousands of relationships easily and effectively.

DAILY GROWTH

Your relationship calendar within CARMA displays important relationship events: lifelines, birthdays, anniversaries, meetings and action items. It even highlights your clients to help you get to know them better.

It is important to identify how many relationship “Pools” you are attending each month since they are a mainstay of building new business relationships. Relationship Pools are activities or meetings where you interact with other businesses in a relationship-driven environment. Some examples of pools are charity events, open houses, award ceremonies, Corporate Alliance Jump Start sessions, Corporate Alliance relationship Summits, etc.